Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr Us Multifactor F Transaction History

Patriot Financial Group Insurance Agency, LLC

$795 Million
Q2 2025

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 15,115 shares of USMF stock, worth $762,854. This represents 0.1% of its overall portfolio holdings.

Number of Shares

15,115

Previous 15,315 1.31%

Holding current value

$762,854

Previous $755,000 2.52%

% of portfolio

0.1%

Previous 0.11%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$44.42 - $51.46 $8,884 - $10,292	-200 Reduced 1.31%	15,115 $774,000
Q1 2025 Apr 14, 2025	SELL	$48.29 - $51.95 $166,214 - $178,811	-3,442 Reduced 18.35%	15,315 $755,000
Q4 2024 Jan 22, 2025	SELL	$48.43 - $52.86 $38,404 - $41,917	-793 Reduced 4.06%	18,757 $931,000
Q3 2024 Oct 24, 2024	SELL	$44.69 - $48.87 $61,404 - $67,147	-1,374 Reduced 6.57%	19,550 $955,000
Q2 2024 Jul 26, 2024	SELL	$43.93 - $46.44 $26,226 - $27,724	-597 Reduced 2.77%	20,924 $950,000
Q1 2024 Apr 30, 2024	BUY	$41.7 - $46.55 $4,086 - $4,561	98 Added 0.46%	21,521 $1 Million
Q4 2023 Jan 19, 2024	SELL	$36.99 - $42.2 $49,011 - $55,915	-1,325 Reduced 5.82%	21,423 $900,000
Q3 2023 Oct 19, 2023	BUY	$38.17 - $39.78 $28,436 - $29,636	745 Added 3.39%	22,748 $874,000
Q2 2023 Jul 17, 2023	SELL	$36.45 - $38.77 $9,258 - $9,847	-254 Reduced 1.14%	22,003 $853,000
Q1 2023 Apr 20, 2023	SELL	$35.65 - $39.59 $33,974 - $37,729	-953 Reduced 4.11%	22,257 $835,000
Q4 2022 Jan 17, 2023	BUY	$34.77 - $39.7 $85,325 - $97,423	2,454 Added 11.82%	23,210 $0
Q3 2022 Oct 31, 2022	SELL	$34.15 - $39.86 $11,952 - $13,951	-350 Reduced 1.66%	20,756 $709,000
Q2 2022 Jul 29, 2022	SELL	$35.27 - $41.72 $1,657 - $1,960	-47 Reduced 0.22%	21,106 $765,000
Q1 2022 May 11, 2022	BUY	$38.79 - $42.22 $21,916 - $23,854	565 Added 2.74%	21,153 $867,000
Q4 2021 Jan 10, 2022	BUY	$39.03 - $42.09 $5,815 - $6,271	149 Added 0.73%	20,588 $864,000
Q3 2021 Nov 24, 2021	SELL	$38.56 - $41.0 $12,763 - $13,571	-331 Reduced 1.59%	20,439 $796,000
Q2 2021 Jul 30, 2021	SELL	$38.14 - $39.96 $68,385 - $71,648	-1,793 Reduced 7.95%	20,770 $817,000
Q1 2021 Apr 29, 2021	SELL	$34.79 - $38.4 $457,384 - $504,844	-13,147 Reduced 36.82%	22,563 $854,000
Q4 2020 Jan 15, 2021	SELL	$30.65 - $35.22 $60,962 - $70,052	-1,989 Reduced 5.28%	35,710 $1.26 Million
Q3 2020 Oct 21, 2020	BUY	$29.85 - $32.99 $1,910 - $2,111	64 Added 0.17%	37,699 $1.18 Million
Q2 2020 Jul 10, 2020	SELL	$23.43 - $31.32 $167,360 - $223,718	-7,143 Reduced 15.95%	37,635 $1.12 Million
Q1 2020 Apr 15, 2020	SELL	$21.28 - $33.37 $253,083 - $396,869	-11,893 Reduced 20.99%	44,778 $1.1 Million
Q4 2019 Jan 22, 2020	BUY	$29.63 - $32.28 $448,124 - $488,202	15,124 Added 36.4%	56,671 $1.81 Million
Q3 2019 Oct 25, 2019	BUY	$30.18 - $30.76 $59,635 - $60,781	1,976 Added 4.99%	41,547 $1.26 Million
Q2 2019 Aug 07, 2019	BUY	N/A	6,130 Added 18.33%	39,571 $1.2 Million
Q1 2019 Apr 29, 2019	BUY	N/A	12,410 Added 59.01%	33,441 $969,000
Q4 2018 Feb 04, 2019	BUY	N/A	19,548 Added 1318.14%	21,031 $549,000
Q3 2018 Oct 30, 2018	BUY	N/A	1,483 New	1,483 $46,000

Others Institutions Holding USMF

# of Institutions

Shares Held

8.27M

Call Options Held

Put Options Held

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About WISDOMTREE TR US MULTIFACTOR F

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Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr Us Multifactor F Transaction History